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57 views3 pages

04 Task Performance 1

Uploaded by

Raphael Dacles
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
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IT2110

Task Performance
Planning: Initiating and Planning Projects
Objectives:

At the end of the exercise, the students should be able to:

• Discuss the steps involved in project initiation and planning; and


• List and describe various methods for assessing project feasibility.

Software Requirement:

▪ MS Word

Instruction:

1. Read and understand the case carefully.


2. Provide a clear and complete answer to every requirement in the case.

PETRIE ELECTRONICS

Now that the “No Customer Escapes” project team has been formed and a plan has been developed for
distributing project information, Jim can begin working on the project’s scope statement, workbook, and
Baseline Project Plan. He first drafted the project’s scope statement and posted it on the project’s intranet
(see PE Figure 5-1). Once posted on the intranet, he sent a short e-mail message to all team members
requesting feedback.

Minutes after posting the project charter, Jim’s office phone rang. “Jim, it’s Sally. I just looked over the
scope statement and have a few comments.”

“Great,” replied Jim, “It’s just a draft. What do you think?”

“Well, I think that we need to explain more about how the system will work and why we think this new
system
will more than pay for itself.”

“Those are good suggestions; I am sure many others will also want to know that information. However, the
scope statement is a pretty high-level document and doesn’t get into too much detail. Basically, its purpose
is to just formally announce the project, providing a very high-level description as well as briefly listing the
objectives, key assumptions, and stakeholders. The other documents that I am working on, the workbook
and the Baseline Project Plan, are intended to provide more details on specific deliverables, costs,
benefits, and so on. So, anyway, that type of more detailed information will be coming next.”

“Oh, OK, that makes sense. I have never been on a project like this, so this is all new to me,” said Sally.

“Don’t worry,” replied Jim, “Getting that kind of feedback from you and the rest of the team will be key for
us doing a thorough feasibility analysis. I am going to need a lot of your help in identifying possible costs
and benefits of the system. When we develop the Baseline Project Plan, we do a very thorough feasibility
analysis—we examine financial, technical, operational, schedule, legal and contractual feasibility, as well
as potential political issues arising through the development of the system.”

“Wow, we have to do all that? Why can’t we just build the system? I think we all know what we want,”
replied Sally.
“That is another great question,” replied Jim. “I used to think exactly the same way, but what I learned in
my last job was that there are great benefits to following a fairly formal project management process with a
new system. By moving forward with care, we are much more likely to have the right system, on time and
on budget.”

04 Task Performance 1 *Property of STI


Page 1 of 3
IT2110

“So,” asked Sally, “what is the next step?”

“Well, we need to do the feasibility analysis I just mentioned, which becomes part of the project’s Baseline
Project Plan. Once this is completed, we will have a walk-through presentation to management to make
sure they agree with and understand the scope, risks, and costs associated with making ‘No Customer
Escapes’ a reality,” said Jim.

“This is going to be a lot of work, but I am sure I am going to learn a lot,” replied Sally.

“So, let me get to work on the feasibility analyses,” said Jim. “I will be sending requests out to all the team
members to get their ideas. I should have this e-mail ready within an hour or so.”

“Great, I’ll look for it and respond as soon as I can,” answered Sally.

“Thanks, the faster we get this background work done, the sooner we will be able to move on to what the
system will do,” replied Jim.

“Sounds good, talk to you later. Bye,” Sally said.

“Bye, Sally, and thanks for your quick feedback,”


answered Jim.

Case Questions
1. Look over the scope statement (Table1). If you were an employee at Petrie Electronics, would you
want to work on this project? Why or why not?
2. If you were part of the management team at Petrie Electronics, would you approve the project
outlined in the scope statement ? What changes, if any, need to be made to the document?
3. Identify a preliminary set of tangible and intangible costs you think would occur for this project and
the system it describes. What intangible benefits do you anticipate for the system?
4. What do you consider to be the risks of the project as you currently understand it? Is this a low-,
medium-, or high-risk project? Justify your answer. Assuming you were part of Jim’s team, would
you have any particular risks?
5. If you were assigned to Jim’s team for this project, when in the project schedule (in what phase or
after which activities are completed) do you think you could develop an economic analysis of the
proposed system? What economic feasibility factors do you think would be relevant?

04 Task Performance 1 *Property of STI


Page 2 of 3
IT2110

Petrie Electronics Prepared: February 6, 2017


Scope Statement
Project Name: No Customer Escapes
Project Manager: Jim Watanabe (jwatanabe@petries.com)
Customer: Operations
Project Sponsor: Ella Whinston (ewhinston@petries.com)
Project Start/end (projected): 2/5/17 – 7/30/18
Project Overview:
This project will design and implement a customer relationship management system in order to
provide superior customer service by rewarding our most loyal customers. Specifically, the system will
track customer purchases, assign points for cumulative purchases, and allow points to be redeemed
for “rewards” at local stores. This goal of this system is to provide an incentive to customers to choose
Petrie Electronics as their first and only choice for making electronic purchases. The system will provide
Petrie management with improved information on the purchase behavior of our most loyal
customers.
Objectives:
• Track customer purchases
• Accumulate redeemable points
• Reward customer loyalty and provide incentives to retain loyal customers
• Provide improved management information
Key Assumptions:
• System development will be outsourced
• Interface will be a web browser
• System will access existing customer sales databases
Stakeholders and responsibilities:
Stakeholder Role Responsibility Signatures
Ella Whinston Chief Operating Officer Project Vision, Ella Whinston
Executive Sponsor
Bob Petroski Senior Operations Monitoring, Resources Bob Petroski
Manager
Jim Watanabe Project Manager Plan, Monitor, Execute Jim Watanabe
Project
Sally Fukuyama Assistant Director, System Functionality Sally Fukuyama
Marketing
Sanjay Agarwal Lead Analyst Technical Architect Sanjay Agarwal
Table 1. A Scope Statement for Petrie’s Customer Relationship Management System

GRADING RUBRIC (5 items x 10 points):


Criteria Performance Standards Points
Content Best applicable points are presented. 6
Logic of Arguments Points are logical and well supported by evidence. 4
TOTAL 10

REFERENCE:

Valacich, J. and George, J. (2017). Modern systems analysis and design (8th ed.). Pearson Education
Limited.

04 Task Performance 1 *Property of STI


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